Assuming created is required, the following 135 results were found.
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and write to a CRM quote record. The code: This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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WorkDrive.organization.READ, WorkDrive.teamfolders.ALL, WorkDrive.links.ALL, WorkDrive.DataTemplates.READ Date Created: 2023-12-05 (Joel Lipman) - Initial release - Uploads an image to workdrive and returns the public link Date Modified: ??? - ???...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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from saving a record without changing this. This script will round up decimal fields onload. Inputs: - Outputs: - Date Created: 2023-12-13 (Joel Lipman) - Initial release - Correctly rounds any decimal fields to their maximum decimal place. Date...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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because it was making too many function statements. How? I have this code triggered in a workflow when the sales order is created to do some further calculations based on a surcharge rate held in a custom module. The custom module could only be created...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created: 2025-01-30 (Joel Lipman) - Initial release Date Modified: ??? ??? More Information: Custom View ID: 123456000012345678...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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triggering eBay’s validation process, which requires your endpoint to successfully reply to eBay's challenge code. So I created a function within ZohoCRM to return the challenge and made it into a REST API function with a zapikey. I entered the URL...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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change Purpose: Prepares the invoice as a deposit invoice or final balance invoice Inputs: string value Outputs: - Date Created: 2025-03-31 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: Any information that may help...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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script to retrieve the pipeline given a deal record id Inputs: Deal Record ID Outputs: the value of the pipeline Date Created: 2025-05-06 (Joel Lipman) - Initial release Date Modified: ??? - ???...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a name, I'm calling mine Invoice TBC Give it a description. I said "Sets the subject/name of the invoice to TBC when first created. Maps values from the related quote if loaded from somewhere other than converting quote to invoice.". Note that I have a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Edit your original menu module and select everything you want your registered users to see and then copy over to the newly created 'regmenu' module or what ever you called yours.) Make sure both menu modules are enabled. 2. Set the "Access Level" to...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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Why? We have a page describing the company that we would want entitled "about" or "about-us" but these were already created along the way and then deleted. The system is still storing the offending menu items somewhere. How? The fix that I use involves...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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INSERT INTO my_wordpress_db.wp_posts SELECT id 'ID', 1 'post_author', created 'post_date', created 'post_date_gmt', CONCAT(introtext, ' ', `fulltext`) 'post_content', title 'post_title', '' post_excerpt, CASE state WHEN '1' THEN 'publish' ELSE 'draft'...
- Type: Article
- Author: Joel Lipman
- Category: Wordpress
- Language: en-GB
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(SSRS) report and you are getting a warning message similar to the following: Message from webpage Subscriptions cannot be created because the credentials used to run the report are not stored, or if a linked report, the link is no longer valid. Why?...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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** Author: Joel Lipman ** ** Created On: 12 October 2012 ** ** Revision: v1.2 ** ** Description: Script to create a SQL query which searches a database with SOUNDEX (detects typos). ** ** ** ** Usage: ** ** Step #1: EXEC...
- Type: Article
- Author: Joel Lipman
- Category: Databases
- Language: en-GB
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) AS /*********************************************************************************** ** Author: Joel Lipman ** ** Created On: 29 October 2012 ** ** Revision: v1.0 ** ** Description: Stored Procedure to return counts of records per staging database...
- Type: Article
- Author: Joel Lipman
- Category: Databases
- Language: en-GB
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** Author: Joel Lipman ** ** Created On: 26 October 2012 ** ** Revision: v1.0 ** ** Description: Stored Procedure to list distinct values and counts (defaults to case and accent-sensitive). ** ** ** ** Usage: ** ** EXEC [usp_ListDistinctValuesAndCounts]...
- Type: Article
- Author: Joel Lipman
- Category: Transact-SQL
- Language: *
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Click on "Change..." Select "Microsoft ODBC Data Source" > OK Select the data source from the dropdown (the one you just created earlier should be listed) Enter credentials if necessary and click on "Test Connection" Expand the data connection you just...
- Type: Article
- Author: Joel Lipman
- Category: MySQL
- Language: en-GB
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a little); but seriously, I needed a checklist that works for me. Most Difficult? My hardest project was (still is) one created by a PhD student who graduated and left the institution. It was a custom-built site written from scratch, and it's purpose...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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- Added Thumbnail Service: PagePeeker.Com - Removed Thumbnail Service: FreeWebsiteThumbnails.Com - Parameter: Date created or date modified - Parameter: Parameter "More Links" prefix text (moved from language file) - Critical: Fixed Custom Order by...
- Type: Article
- Author: Joel Lipman
- Category: Downloads
- Language: *
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Trying to export a STU record but I want to use the XET template I created rather than the pre-installed XML export formats. When I try to export using data format XET, the system has never heard of it. Why? To test the XET I created, I want to see what...
- Type: Article
- Author: Joel Lipman
- Category: Extensible Markup Language
- Language: *